PAM
JPM icon

Peak Asset Management’s JPMorgan Chase JPM Stock Holding History

Peak Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$10K – 154
2020
Q3 		$10K Sell
100
-100
-50% -$9.82K ﹤0.01% 140
2020
Q2 		$18K Buy
+200
New +$19K 0.01% 126

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Peak Asset Management's JPM Position: Q2 2026 in Review

Peak Asset Management increased its JPMorgan Chase (JPM) stake by 7% in Q2 2026, buying an estimated $1.68M and bringing the position to 82,577 shares worth $27M. The position accounts for 3.97% of the portfolio, ranked #4.

Peak Asset Management first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Peak Asset Management held 82,577 shares of JPMorgan Chase worth $27M as of Q2 2026.
  • Peak Asset Management bought 5,406 JPMorgan Chase shares in Q2 2026, an estimated $1.68M.
  • JPMorgan Chase made up 3.97% of Peak Asset Management's portfolio in Q2 2026, its #4 holding.
  • Peak Asset Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.